one reason I still like US equities, and mag7 and tech

来源: 于 2025-07-20 15:49:15 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

Valuation only HALF recovered from April low thanks to strong earnings while price has more than recovered - one reason I still like US equities, and mag7 and tech. Concentration is a feature not a bug of this phase of ai transformation.